Clients per advisor for Independent firms in North Dakota

In North Dakota, independent financial advisors tend to serve a higher number of clients compared to the broader national pattern for similar firms. With 22 independent firms operating in the state, the median clients per advisor is 41, notably above the national median of 26 for this category. This suggests that advisors in North Dakota may be balancing personalized service with a somewhat larger client base, potentially reflecting a market where advisors have grown beyond the initial startup phase but have not yet reached the capacity limits that prompt expansion or joining larger firms. Clients here might expect a blend of relationship-driven attention and operational efficiency.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Vivere Wealth Management LLC	Very Low 3	3	1	1
Avant Wealth Management, LLC	Very Low 7	7	1	1
Dakota Wealth Advisors LLC	Low 11	11	1	1
Cultivate Financial	Low 12	12	1	1
MSM Financial, LLC	Low 16	16	1	1
INS Capital Management, LLC	Low 17	17	1	1
21st Financial	Low 18	18	1	1
CTS Consulting, LLC	Typical 25	25	1	1
Flyway Financial	Typical 27	27	1	1
R.M. Shannon Wealth Management, LLC	Typical 27	27	1	1
Blake Wealth Strategies	Typical 29	29	1	1
Rise Financial Group	High 53	53	1	1
Opportunity Investment Group, LLC	High 60	60	1	1
Attainable Wealth LLC	High 61	61	1	1
Schwartz Investment Management Co.	High 65	65	1	1
Fortify Financial Group, LLC	Very High 79	79	1	1
Mike Parke Investment Management, LLC	Very High 120	120	1	1
Shockman Financial	Very High 121	121	1	2
Fleischer & Johnson Wealth Management, Inc.	Very High 232	232	1	1
Strategic Financial Inc.	Very High 289	289	1	1
MJT & Associates Financial Advisory Group, Inc.	Very High 306	306	1	2
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in North Dakota